Dell's AI server sales exploded 757% — buy the pullback on Dell and partner Palantir
Dell just reported that its AI server business grew a staggering 757% compared to last year. The stock surged 32% in a single day — its best ever. Palantir, which partners with Dell on AI data centers, also jumped 10% on the news.
Idea
Dell's blowout earnings proved that the AI spending boom is real and accelerating — their AI server revenue was nearly eight times what it was a year ago. When a company this large jumps 32% in a day, it doesn't happen in isolation. Palantir already moved 10% just on the validation that their Dell partnership is paying off. After a spike this big, there's typically a brief pullback as short-term traders take profits, followed by a second wave higher as new buyers step in. That pullback is the opportunity — you're buying into real, confirmed demand, not speculation.